Computación en la nube
La computación en la nube ofrece servidores, almacenamiento y software en alquiler, en lugar de vender hardware para que el cliente lo opere en sus propias instalaciones. Transformó el gasto en tecnología de un proyecto de inversión de capital en una factura mensual, y las plataformas que la alojan se han convertido en infraestructura crítica por derecho propio.
64 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
| USD 66.1 mil M | +USD 219 M | 13 | 4.47% | Aumentadas |
|
| 2 |
State Street
Boston,
Massachusetts
| USD 46.3 mil M | -USD 2598 M | 13 | 4.95% | Reducidas |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| USD 38.5 mil M | -USD 1065 M | 13 | 4.94% | Reducidas |
|
| 4 |
Capital World Investors
Los Angeles,
California
| USD 30.2 mil M | +USD 820 M | 5 | 8.18% | Aumentadas |
|
| 5 |
BlackRock Institutional Trust
San Francisco,
California
| USD 29.5 mil M | -USD 890 M | 13 | 4.75% | Reducidas |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 29.5 mil M | +USD 3727 M | 12 | 6.06% | Aumentadas |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| USD 23.5 mil M | +USD 4503 M | 8 | 7.71% | Aumentadas |
|
| 8 |
Bank of New York Mellon
New York
| USD 18.4 mil M | -USD 551 M | 12 | 5.06% | Reducidas |
|
| 9 |
Wellington Management Group
Boston,
Massachusetts
| USD 15.8 mil M | +USD 113 M | 9 | 4.08% | Aumentadas |
|
| 10 |
Northern Trust
Chicago,
Illinois
| USD 15.7 mil M | +USD 102 M | 13 | 4.72% | Aumentadas |
|
| 11 |
JP Morgan Chase
New York
| USD 15.5 mil M | +USD 131 M | 13 | 3.65% | Aumentadas |
|
| 12 |
BlackRock Fund Advisors
San Francisco,
California
| USD 14 mil M | +USD 58.3 M | 11 | 3.36% | Aumentadas |
|
| 13 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 12.9 mil M | USD 0 | 1 | 11.81% | Mantenido |
|
| 14 |
Invesco
Atlanta,
Georgia
| USD 12.2 mil M | -USD 128 M | 13 | 4.79% | Reducidas |
|
| 15 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 9762 M | +USD 482 M | 6 | 17.55% | Aumentadas |
|
| 16 |
Norges Bank
Oslo,
Norway
| USD 9721 M | +USD 5.84 M | 11 | 4.86% | Aumentadas |
|
| 17 |
BlackRock Group
London,
United Kingdom
| USD 9453 M | +USD 38.5 M | 12 | 5.14% | Aumentadas |
|
| 18 |
Geode Capital Management
Boston,
Massachusetts
| USD 9295 M | +USD 32.6 M | 12 | 5.31% | Aumentadas |
|
| 19 |
Morgan Stanley
New York
| USD 8413 M | -USD 154 M | 16 | 2.92% | Reducidas |
|
| 20 |
Wells Fargo
San Francisco,
California
| USD 8088 M | -USD 254 M | 14 | 3.12% | Reducidas |
|
| 21 |
Primecap Management
Pasadena,
California
| USD 8084 M | +USD 645 M | 7 | 7.95% | Aumentadas |
|
| 22 |
TIAA CREF Investment Management
New York
| USD 7707 M | -USD 111 M | 13 | 5.47% | Reducidas |
|
| 23 |
Ameriprise
Minneapolis,
Minnesota
| USD 7512 M | -USD 167 M | 13 | 4.28% | Reducidas |
|
| 24 |
Dodge & Cox
San Francisco,
California
| USD 7137 M | -USD 39 M | 5 | 6.44% | Reducidas |
|
| 25 |
Goldman Sachs
New York
| USD 7105 M | +USD 273 M | 15 | 2.2% | Aumentadas |
|